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Fund Price: $23.15 (as at February 28, 2017)      YTD: 0.75%

Returns as at April 30, 2017

  Fund Group Avg Index*
1 Month - 2.84% 0.44%
3 Months - 4.05% 2.00%
6 Months - 6.58% 6.87%
1 Year - 11.66% 14.92%
2 Year Avg - 0.23% 4.25%
3 Year Avg - 2.41% 5.13%
4 Year Avg - 5.04% 8.96%
5 Year Avg - 4.06% 8.06%
10 Year Avg - 2.56% 4.53%
15 Year Avg - 3.60% 7.63%
20 Year Avg - 8.88% 7.39%
Since Inception - - -
 
2016 - 9.10% 21.08%
2015 - 0.25% -8.32%
2014 - 7.97% 10.55%
 
3 year risk - 14.90 7.97
3 year beta - 0.42 1.00

*S&P/TSX Total Return

Growth of $10,000

This graph shows how a $10,000 investment in this fund would have changed in value compared with the S&P/TSX Total Return.

Risk Measures as at April 30, 2017

Best/Worst 12 months (since inception)
Best (ending ): 0 bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
Worst (ending ): 0 bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
Volatility meter (Based on 3 year standard deviation from GlobeInvestor.com)
Low VOLATILITY METER: 8 High

Fund Objectives

Consistent growth, yet take low risks with capital, by investing where global growth themes overlap with shares presenting cash-flow-value;The Fund is operated as a non-leveraged, long-short portfolio;The Fund seeks superior returns with lower risk targets compared to the benchmark. Style:Long/short equity, Macro-Directional, Industry specialization; Disciplined buy/sell process;Lower volatility with equity like returns.Size: Management will cap the fund at ($150-200 million) to focus on risk adjusted returns.

Fund Facts

Fund Sponsor: BT Global Growth Inc
Managed by: BT Global Growth Inc
Fund Type: Other
Inception Date: September 2006
Asset Class: Alternative Strategies
Quartile Rank: - (3YR ending April 30, 2017)
Total Assets: N/A
Mgmt Exp. Ratio (MER): -
Management Fee: 2.00%
Load Type: No Load
Globe 5-Star Rating:
RRSP Eligible:
Canadian
Min. Invest (initial):
$25,000
Subsequent:
$5,000
Min. Invest (initial RRSP):
-
Subsequent RRSP:
-
Closed:
No
Restricted:
Yes
Restriction:
(Min Initial Investment $25,000)
 
 

Asset Allocation

Equity Sector Weightings

Fund Geography

Top Holdings

Portfolio Manager(s)

Jacques Lacroix, Paul Beattie

BT Global Growth Inc

Start Date: September, 2006

Fund Return: -

View fund manager performance report